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Dimensional US Equity ETF
DFUS

Overview Fund Activity

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$218M
2
LPL Financial
2
LPL Financial
California
$121M
3
PCMC
3
Private Capital Management (Colorado)
Colorado
$78.6M
4
Cerity Partners
4
Cerity Partners
New York
$34.7M
5
SWA
5
Sax Wealth Advisors
New Jersey
$183M

Top Sellers

1
SC
1
Savant Capital
Illinois
$41.2M
2
WIM
2
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$213M
4
TB
4
Treynor Bancshares
Iowa
$1.05M
5
FFM
5
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
101
Walden Wealth Partners
Ohio
$9.96M +$210K +3,564 +2%
Osaic Holdings
102
Osaic Holdings
Arizona
$9.94M -$928K -15,762 -9%
SPI
103
Sutton Place Investors
New York
$9.81M +$58.8K +999 +0.6%
EFP
104
Envision Financial Planning
Tennessee
$9.76M -$156K -2,648 -2%
CPCP
105
Cedar Point Capital Partners
Iowa
$9.72M -$167K -2,830 -2%
PCA
106
Prosperity Capital Advisors
Ohio
$9.53M -$239K -4,055 -2%
HIGP
107
Hill Investment Group Partners
Missouri
$9.53M +$109K +1,814 +1%
CAM
108
Cresset Asset Management
Illinois
$9.41M -$138K -2,341 -1%
Morgan Stanley
109
Morgan Stanley
New York
$9.32M +$1.12M +19,043 +14%
CPA
110
Capital Performance Advisors
California
$9.17M +$53.7K +912 +0.6%
PWS
111
Physician Wealth Solutions
Nevada
$9.14M +$9.59K +163 +0.1%
CWP
112
Concord Wealth Partners
Virginia
$9.04M +$161K +2,742 +2%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$9.01M -$89.5K -1,520 -1%
LFGO
114
Legacy Financial Group (Oklahoma)
Oklahoma
$8.8M +$604K +10,256 +7%
RLWM
115
RF&L Wealth Management
Massachusetts
$8.64M -$27.5K -467 -0.3%
PA
116
PFG Advisors
Arizona
$8.18M +$340K +5,771 +4%
FEG
117
Fund Evaluation Group
Ohio
$7.81M +$727K +12,359 +10%
RSWM
118
Robertson Stephens Wealth Management
California
$7.74M +$2.86M +48,575 +59%
AF
119
Allworth Financial
California
$7.58M +$4.35M +72,976 +134%
Stifel Financial
120
Stifel Financial
Missouri
$7.55M +$31.1K +528 +0.4%
HWM
121
HB Wealth Management
Georgia
$7.48M +$354K +6,022 +5%
FWM
122
FMB Wealth Management
California
$7.18M -$5.06K -86 -0.1%
RJA
123
Raymond James & Associates
Florida
$6.97M +$2.42M +41,041 +53%
PMG
124
ProVise Management Group
Florida
$6.89M -$437K -7,434 -6%
Betterment LLC
125
Betterment LLC
New York
$6.87M +$3.21M +54,612 +88%
3 4
5
6 7